Posts
AMD beats earnings, falls 7%
​ Q2 revenue grew 50% YoY to $11.54B, adjusted EPS was $1.66 (vs. $1.62 expected), data center revenue more than doubled to $6.72B, and Q3 guidance came in above consensus. Excellent numbers by any means. Despite that, the stock fell almost 7%. My takeaway is that AMD isn't being judged …
Constellation Software Inc. and Topicus.com Inc. Announce Results for Topicus.com Inc. for the Second Quarter Ended June 30, 2026
**Q2 2026 Headlines:** * Revenue increased 18% (4% organic growth) to €437.3 million compared to €372.0 million in Q2 2025. * Net income increased 14% to €47.3 million (€0.36 on a diluted per share basis) from €41.5 million (€0.31 on a diluted per share basis). * Acquisitions were completed for …
China's Reddit (Rednote) readying for IPO. Targets a valuation of >US$70 bil. Net profit expected at US$3 bil in 2025.
If there's any equivalent to Reddit in China, it has to be Rednote. Rednote is Chinese social media app that was started in 2013. On the surface, Rednote appears to be another Chinese Tiktok-style social media, with very video-centric content. However, the similarity with Tiktok ends there. At its core, …
Amper S.A. A European Defense & Energy Turnaround Play with Margin Expansion and Cleaned Capital Structure
**1. Executive Summary & Company Background** Amper S.A. (AMP.MC / OTC: AMPYF) has long been categorized by European retail as a legacy industrial contractor plagued by low-margin service contracts and historic dilution. However, under its Strategic Plan, management executed a drastic pivot: offloading low-margin legacy operations to refocus entirely on …
The logo isn't the moat. The habit is. $LULU
People think lulu sells apparel. Imo it sells identity, habit, and pricing power. Products can be copied. Brands that command premium margins can't. Even with near-term headwinds, 50%+ gross margins and strong international growth are rare combinations.
Full porting
I’ve seen this a few times on this sub. People talking about full port. Anyone ever done this? (Or say put more than 50% of an account into one trade)? How did it go? It goes against every obvious tenet of the most basic risk management, but it seems the …
Bullish long-term on CELH (Celsius & Alani)
Celsius valuation looking like a strong setup for the rest of the year. Also, another benefit is that it’s NOT the Ai trade. Alani NU is not competing for the same shelf, it’s opening a whole new door. It’s been THE drink for Gen Z and millennial women. Go look …
CELH - too much growth priced in?
When I started my deep dive into Celsius holdings, I was very much expecting the output to indicate a quality company trading at attractive prices. As I learnt about the company, I started liking them more and more. However, when I finally completed my model, I was surprised to see …